Bank of Montreal’s Prudential Financial PRU Stock Holding History

Bank of Montreal’s Portfolio PRU Stock Details PRU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-32,000	Closed	-$3.61M	–	3976
2025 Q4	$3.61M	Buy	32,000 +30,000	+1,500%	+$3.22M	﹤0.01%	1455
2025 Q3	$207K	Hold	2,000	–	–	﹤0.01%	2751
2025 Q2	$215K	Buy	+2,000	New	+$207K	﹤0.01%	2771
2024 Q1	–	Sell	-17,400	Closed	-$1.81M	–	4229
2023 Q4	$1.81M	Buy	+17,400	New	+$1.67M	﹤0.01%	1739
2019 Q1	–	Sell	-32,100	Closed	-$2.62M	–	4648
2018 Q4	$2.62M	Buy	+32,100	New	+$2.96M	﹤0.01%	1398

Other funds holding PRU

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of Montreal's PRU Position: Q1 2026 in Review

Bank of Montreal reduced its Prudential Financial (PRU) stake by 32% in Q1 2026, selling an estimated $20.1M and leaving 412,821 shares worth $40.3M. The position accounts for 0.02% of the portfolio, ranked #609.

Bank of Montreal first reported a position in PRU in Q2 2013 and has held it in 52 quarters since. The position peaked at $235M in Q1 2018. 1,360 funds tracked by Wall St. Rank hold PRU as of Q1 2026.

Bank of Montreal held 412,821 shares of Prudential Financial worth $40.3M as of Q1 2026.
Bank of Montreal sold 194,373 Prudential Financial shares in Q1 2026, an estimated $20.1M.
Prudential Financial made up 0.02% of Bank of Montreal's portfolio in Q1 2026, its #609 holding.
Bank of Montreal first reported a position in Prudential Financial in Q2 2013 and has held it in 52 quarters since.
Bank of Montreal's Prudential Financial position peaked at $235M in Q1 2018.
1,360 funds tracked by Wall St. Rank held Prudential Financial as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.